13F HOLDINGS REPORT
Stieven Capital Advisors, L.P.
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0000902664-26-000776
Total Value
$539.4M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEBSTER FINL CORP | 947890109 | 568,988 | $35.8M | 6.64% |
| 2 | WESTERN ALLIANCE BANCORP | WAL-PA | 397,533 | $33.4M | 6.20% |
| 3 | COLUMBIA BKG SYS INC | 197236102 | 1,109,532 | $31.0M | 5.75% |
| 4 | UMB FINL CORP | 902788108 | 229,589 | $26.4M | 4.90% |
| 5 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 742,657 | $26.2M | 4.86% |
| 6 | SOUTHSTATE BK CORP | 84472E102 | 246,300 | $23.2M | 4.30% |
| 7 | EAST WEST BANCORP INC | EWBC | 202,724 | $22.8M | 4.22% |
| 8 | AXOS FINANCIAL INC | AX | 255,859 | $22.0M | 4.09% |
| 9 | CITIZENS FINL GROUP INC | CIA | 375,180 | $21.9M | 4.06% |
| 10 | HANCOCK WHITNEY CORPORATION | HWCPZ | 311,596 | $19.8M | 3.68% |
| 11 | CONNECTONE BANCORP INC | CNOBP | 698,939 | $18.3M | 3.40% |
| 12 | WINTRUST FINL CORP | 97650W108 | 123,983 | $17.3M | 3.21% |
| 13 | OLD SECOND BANCORP INC ILL | OSBC | 776,128 | $15.1M | 2.81% |
| 14 | COMERICA INC | 200340107 | 173,888 | $15.1M | 2.80% |
| 15 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 6,614 | $14.2M | 2.63% |
| 16 | F N B CORP | 302520101 | 825,391 | $14.1M | 2.62% |
| 17 | HANMI FINL CORP | 410495204 | 473,519 | $12.8M | 2.37% |
| 18 | OLD NATL BANCORP IND | 680033107 | 566,334 | $12.6M | 2.34% |
| 19 | PROSPERITY BANCSHARES INC | PB | 178,658 | $12.3M | 2.29% |
| 20 | CNB FINL CORP PA | 126128107 | 460,173 | $12.0M | 2.23% |
| 21 | REGIONS FINANCIAL CORP NEW | RF-PF | 443,182 | $12.0M | 2.23% |
| 22 | BANNER CORP | BANR | 178,956 | $11.2M | 2.08% |
| 23 | PREFERRED BK LOS ANGELES CA | 740367404 | 117,921 | $11.1M | 2.06% |
| 24 | DIME CMNTY BANCSHARES INC | 25432X102 | 319,543 | $9.6M | 1.78% |
| 25 | RENASANT CORP | RNST | 261,632 | $9.2M | 1.71% |
| 26 | BANK AMERICA CORP | 060505104 | 148,337 | $8.2M | 1.51% |
| 27 | MIDWESTONE FINL GROUP INC NE | 598511103 | 205,200 | $7.9M | 1.46% |
| 28 | COASTAL FINL CORP WA | 19046P209 | 65,771 | $7.5M | 1.40% |
| 29 | HORIZON BANCORP INC | HBNC | 444,000 | $7.5M | 1.40% |
| 30 | FIRST BUSEY CORP | BUSEP | 312,764 | $7.4M | 1.38% |
| 31 | MECHANICS BANCORP | MCHB | 480,235 | $7.0M | 1.30% |
| 32 | FIRST BANCORP P R | 318672706 | 311,010 | $6.4M | 1.20% |
| 33 | FB FINL CORP | 30257X104 | 107,416 | $6.0M | 1.11% |
| 34 | FISERV INC | FISV | 89,000 | $6.0M | 1.11% |
| 35 | VISA INC | V | 16,500 | $5.8M | 1.07% |
| 36 | SMARTFINANCIAL INC | SMBK | 147,734 | $5.5M | 1.01% |
| 37 | CIVISTA BANCSHARES INC | CIVB | 109,700 | $2.4M | 0.45% |
| 38 | VALLEY NATL BANCORP | 919794107 | 158,666 | $1.9M | 0.34% |